May 23, 2017 – CIO Rick Pitcairn was attending a conference in Washington DC last week while political events continued to unfold. He discusses the reaction from Capitol Hill and how the current environment will affect the markets.
May 5, 2017 – Following all of the uncertainty of the presidential election and other surprises of 2017, many people suddenly seemed very certain about what would happen next.
March 24, 2017 – After decades of falling interest rates, the possibility that we will soon enter a cyclical period of rising rates is a key concern in today’s financial markets.
March 21, 2017 – During a recent trip to Japan for the bi-annual meeting of the Wigmore Association, CIO Rick Pitcairnsaw Japan’s singular focus on growth manifest itself in a number of issues, from labor reform and its commitment to negative interest rates to immigration and its reaction to a Trump presidency.
March 6, 2017 – CIO Rick Pitcairn offers a refreshing look at global investments in anticipation of his trip to Japan with the Wigmore Association.
February 1, 2017 – The highly unexpected US election results dominated investor sentiment and market results in the fourth quarter of 2016. Though we, like many others, expected a different outcome, we were correct in our comment that no matter who wins, the end of an election tends to ignite an optimistic relief rally. We have seen that in spades.